Plan Snapshot
- Plan Sponsor: Aultman Health Foundation
- Sponsor EIN: 341445390
- Sponsor Address: 2600 SIXTH STREET, S.W., CANTON, OH, 447101702
- Plan Type: 401(k)
- Total Participants: 6,691
- Total Assets: $826.0M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 6,691 | $826.0M | $13.2M | $36.2M |
| 2023 | 6,658 | $741.3M | $12.5M | $33.4M |
| 2022 | 6,558 | $640.5M | $11.8M | $30.5M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | Recordkeeper | $652,066 | — | $652,066 |
| VANGUARD ADVISERS INC. | Recordkeeper | $140,490 | — | $140,490 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- THE VANGUARD GROUP, INC. — Recordkeeper
- VANGUARD ADVISERS INC. — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $792,556
- Estimated Expense Ratio: 0.096% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $775,256 | — | — | — | — |
| 2023 | $777,671 | — | — | — | — |
| 2022 | $834,116 | — | — | — | — |